Managers of Wealth

WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

UK regulator reportedly restrains FNZ, makes platform precedent

Earlier this year the UK financial regulator handed FNZ a so-called ‘section 166’ notice, triggering a review by an independent ‘skilled person’.

2 Zodiac Signs Predestined To Attract Great Wealth In 2025

In the realm of monetary gains, these zodiac signs have an astrological advantage in 2025.

Canaccord Wealth expands Birmingham office and team

Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

CI Financial’s Bold Move. A Game Changer in Wealth Management?

This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific

The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.

Elevating your investment strategy: How a discretionary fund manager adds value Case studies

Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.

How Fintech is Redefining Wealth Management and Personal Finance

With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.

Focus partner firms Brownlie & Braden and Prairie Capital merge

The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.

HSBC Chairman Seeks to Improve UK-China Ties

HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025

Building Bridges 2024: integrating nature into financial decision-making

2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.”

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management

Wealth managers seek to break down philanthropy barriers

Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts

Citigroup’s co-head of Iberia Revuelta to depart the US bank

The Wall Street bank has continued to shake up its senior dealmaking ranks

Five top tax-saving tips for 2025

These are our five top tax-saving tips for 2025 to help you make the most of your money.

Zurich-Based Financial Boutique Records Significant Growth in RFPs

Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal business.

Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago

The recent bounce might mean the long decline is over, but we are not confident.

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Wealth and Asset Management